2016 US Presidential Election

Highlight

Managers' views

10MAR 2017

How Trump’s presidency might affect your investments

There has been a lively reaction in financial markets to Donald Trump’s election win, but what might his presidency mean for investments in 2017?

2017

FEBRUARY

28FEB 2017

Managers' views

Letter from America - part three: Are markets over-optimistic on Trump's finance, energy and infrastructure policies?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part three of his findings, he discusses domestic policy areas including infrastructure and energy.

24FEB 2017

Managers' views

Letter from America - part two: What will be Trump's top legislative priorities?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part two of his findings, he discusses deregulation, tax reform and healthcare, which are likely to be the key areas of focus for the new president.

24FEB 2017

Managers' views

Letter from America - part one: How will Trump seek to govern?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part one of his findings, he discusses how Trump might govern and the constraints that could limit his room for manouevre.

20FEB 2017

Managers' views

Abe-Trump meeting positive for Japan

The meeting between the Japanese and US leaders was more amicable than many expected, leaving the serious battles to be fought another day.

JANUARY

27JAN 2017

Managers' views

Can the emerging markets revival continue?

We reflect on the revival seen in emerging markets last year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.

26JAN 2017

Managers' views

How big was the global Trump rally – and where does it leave valuations?

The prospect of a Trump presidency has fuelled a rally in stockmarkets. We explain why and look at the latest valuations.

2016

DECEMBER

06DEC 2016

Managers' views

How will Trump’s presidency affect Asian trade?

Beyond the near-term noise, we don’t think we are going to see a transformational upheaval in trade in Asia.